Laura Barry

Meet Laura.

Laura Barry helps people navigate life transitions by clarifying their financial values, concerns and priorities. She develops strategies that connect those priorities with available resources and risk management needs. Based in Wealthspire’s Milwaukee office, she also supports financial literacy and holds financial transition and long-term care credentials.

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Areas of focus

Life transitions · Risk management · Values-based planning

Credentials recorded in sources

CFP®, CeFT®, CLTC®

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Fees & compensation

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Email source checked

2026-09-16 · Published in the linked professional biography.

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Portrait source

Photo matched to official biography · 2026-09-16

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Wealthspire

8 listed professionals

Wealthspire offers personalized financial planning and investment management, supported by specialists across its advisory businesses. Its services address executive compensation, life transitions, business succession, estate planning and charitable giving.

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